Invention Grant
- Patent Title: Transaction effects
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Application No.: US14819287Application Date: 2015-08-05
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Publication No.: US10013717B2Publication Date: 2018-07-03
- Inventor: Daniel Posch , Jason Mirra , Miroslav Kukla
- Applicant: Addepar, Inc.
- Applicant Address: US CA Mountain View
- Assignee: Addepar, Inc.
- Current Assignee: Addepar, Inc.
- Current Assignee Address: US CA Mountain View
- Agency: Knobbe, Martens, Olson & Bear LLP
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06Q40/02

Abstract:
A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
Public/Granted literature
- US20160035035A1 TRANSACTION EFFECTS Public/Granted day:2016-02-04
Information query